Team Management
- Private Instance Team Add On
- Agent Tags
- Enterprise Lead Routing
- Enterprise Permissions
- Enterprise Organization and Hierarchy Overview
- Reassignment Groups
- Permissions
- Lead Routing Rules
- In-Depth: Round Robin & Next Up
- Lead Routing Notifications
- Lender Lead Routing Rules
- Lead Routing FAQs
- Lead Routing Logs
- Add or Remove Team Members on Lofty
- Edit Team Member Profiles and Email Signatures
- Working Hours & Vacation Mode
- Creating Custom Roles
- How to Invite a Lender